Whitener Capital Management’s UBS Group UBS Stock Holding History

Whitener Capital Management’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,928	Closed	-$21K	–	404
2019 Q3	$21K	Hold	1,928	–	–	0.01%	296
2019 Q2	$22K	Hold	1,928	–	–	0.01%	285
2019 Q1	$23K	Hold	1,928	–	–	0.02%	276
2018 Q4	$23K	Hold	1,928	–	–	0.02%	248
2018 Q3	$30K	Buy	+1,928	New	+$30.3K	0.02%	251
2018 Q2	–	Sell	-2,928	Closed	-$51K	–	378
2018 Q1	$51K	Buy	2,928 +1,928	+193%	+$36.7K	0.04%	195
2017 Q4	$18K	Buy	+1,000	New	+$17.4K	0.02%	270

Other funds holding UBS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Whitener Capital Management's UBS Position: Q4 2019 in Review

Whitener Capital Management sold out of UBS Group (UBS) in Q4 2019, closing a stake of 1,928 shares — an estimated $21K sold.

Whitener Capital Management first reported a position in UBS in Q4 2017 and held it in 7 quarters. The position peaked at $51K in Q1 2018. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

Whitener Capital Management reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 1,928 UBS Group shares in Q4 2019, an estimated $21K.
Whitener Capital Management first reported a position in UBS Group in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's UBS Group position peaked at $51K in Q1 2018.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.